# Current Milestone

Portfolio Manager Phase 1 (data foundation) complete and merged. All 4 Supabase tables live, 51 tests passing (including integration tests against live DB).

# Recent Progress

- **PR #32 merged**: Portfolio Manager data foundation — models, SQL schema, module scaffolding
  - `tradingagents/portfolio/` — full module: models, config, exceptions, supabase_client (psycopg2), report_store, repository
  - `migrations/001_initial_schema.sql` — 4 tables (portfolios, holdings, trades, snapshots) with constraints, indexes, triggers
  - `tests/portfolio/` — 51 tests: 20 model, 15 report_store, 12 repository unit, 4 integration
  - Uses `psycopg2` direct PostgreSQL via Supabase pooler (`aws-1-eu-west-1.pooler.supabase.com:6543`)
  - Business logic: avg cost basis, cash accounting, trade recording, snapshots
- **PR #22 merged**: Unified report paths, structured observability logging, memory system update
- **feat/daily-digest-notebooklm** (shipped): Daily digest consolidation + NotebookLM source sync

# In Progress

- Portfolio Manager Phase 2: Holding Reviewer Agent (next)
- Refinement of macro scan synthesis prompts (ongoing)

# Active Blockers

- None currently